FAQs

Simple. We analyze the past two years of your accounting data from your back office system. As dedicated customer insight software, sales-i intelligently trends, tracks and monitors your customers’ buying behavior, alerting your sales team to every opportunity, and every competitive threat. All you need is an Internet connection.

How is sales-i delivered?

sales-i is built entirely on a Software-as-a-Service model (SaaS). Hosted entirely in the Cloud, any SaaS based solution means that you can access it anywhere, anytime from any Internet enabled device – be that a laptop, tablet or smartphone. It’s simply a way of delivering software over the Internet, as a service. No hardware or software to buy, install, maintain or update – your service provider (that’s us!) handles all this, so you always have easy access to your customer intelligence software.

Is my data secure in sales-i?

Of course, we wouldn’t have a business if we didn’t secure your data. We partner with Rackspace to host all of your data. Rackspace has military grade security levels and your data is locked down in a secure server, inaccessible by anyone outside of your organization.

Will you be able to work with my back office system?

We haven’t come across an accounting system that we can’t work with yet. So probably, yes.

Will it work on my smartphone or tablet?

Absolutely. sales-i is available across every web-enabled mobile device.

Can I use my existing CRM system with sales-i?

sales-i has a comprehensive CRM system built in, designed specifically for wholesale distributors. However, we understand that many businesses prefer to continue with their current system, which is why we can integrate our sales analytics module into a wide array of CRM systems like Salesforce and SugarCRM.http://www.sales-i.com/wp-admin/post.php?post=77&action=edit#

How long does it take to have a live system?

This ultimately depends upon your back office system, your processes, and the amount of data you would like to integrate. Generally speaking, an ‘average’ customer will be live within 40 days from signing an order form.

What kind of training is available?

We offer a full suite of training options for you and your team. Whether you prefer classroom-based training or online sessions, we can cater to your needs. We understand that sometimes taking your team off the road for a day isn’t always ideal, that’s why we build our training programs to match your requirements. Onsite, online or a blended approach, we’ll do our utmost to ensure you’re up to speed with sales-i in no time.